Jonathan T. Moody, CFA
34Years of Investing Experience
Jon is a Principal and Portfolio Manager of The London Company, a sub-advisor to the Hennessy Equity and Income Fund, and has managed the equity portion of the Fund since 2007. He is a member of The London Company’s investment committee.
Prior to joining The London Company in 2002, Jon founded Primary Research Group. He started his career at Woodward and Associates, followed by Analyst/Portfolio Manager positions at Piedmont Capital and Crestar Asset Management (now Trusco). Jon also worked at BB&T Capital Markets.
Jon received a BS in Electrical Engineering from the Virginia Military Institute and performed his graduate studies in Biomedical Engineering at the University of North Carolina at Chapel Hill, and he is a CFA charterholder and a member of CFA Society Virginia.
|Fund Documents||Fund Facts|
|Fund Name||Manager Commentary||Fact Sheet||MorningStar Fund Category||Inception Date||Worked on Fund Since|
|Equity and Income Fund||Allocation--50% to 70% Equity||6/3/97||2007|
Related Insights & News
Equity and Income Opportunities in a Higher Interest Rate EnvironmentStephen M. Goddard, CFAPortfolio ManagerJonathan T. Moody, CFAPortfolio ManagerJ. Brian Campbell, CFAPortfolio ManagerMark E. DeVaul, CFA, CPAPortfolio ManagerSamuel D. Hutchings, CFAPortfolio ManagerGary B. Cloud, CFAPortfolio ManagerPeter G. Greig, CFAPortfolio Manager
In the following commentary, the Portfolio Managers of the Hennessy Equity and Income Fund (HEIFX/HEIIX) provide a recap of the equity market, discuss expectations for interest rates, and give insight into where they are finding high-quality securities.
Holding a Portfolio of High-Quality Equities and Bonds in a Volatile Market
The Portfolio Managers of the Hennessy Equity and Income Fund (HEIFX/HEIIX) discuss the equity and fixed income markets over the first half of 2022 and the attractiveness of high-quality securities in an environment of continued market volatility.Read the Commentary
Larger Equity Allocation to Capture Appreciation Potential
In the following commentary, the Portfolio Managers of the Hennessy Equity and Income Fund (HEIFX/HEIIX) discuss the outperformance of value-oriented stocks, merger and acquisition activity, and a few high conviction holdings. They also share their views on interest rates and where they are finding fixed income opportunities.Read the Commentary
Importance of High-Quality Equity and Fixed Income During COVID-19 Outbreak
The Portfolio Managers of the Hennessy Equity and Income Fund discuss the impact of coronavirus on the equity and fixed income markets, finding opportunities in the equity market, changes made to the Fund, and their long-term outlook for interest rates.Read the Commentary
Where Equity and Fixed Income Opportunities Can be Found
In the following commentary, the Portfolio Managers of the Hennessy Equity and Income Fund (HEIFX/HEIIX) discuss how the Fund is benefitting from a strong U.S. consumer, the relative attractiveness of U.S. fixed income securities, and where they are finding opportunity in both the equity and fixed income markets.Read the Commentary
Tax Reform, Dividend Payouts, Interest Rates, and Inflation
Equity and Income Fund Portfolio Managers discuss the potential impact of the Tax Reform bill on Fund holdings, and they share their insights on dividend payouts, interest rates, and inflation.Read the Commentary